+124.1%
XBI vs UAL
+80.6%
+43.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -1.1% | -3.0% | +2.0% | -0.5% |
| 30D | +2.6% | +10.5% | -7.9% | +0.3% |
| 3M | -4.0% | -13.5% | +9.5% | -1.3% |
| 6M | +10.9% | +14.2% | -3.3% | +7.0% |
| YTD | +23.6% | -2.2% | +25.8% | +22.1% |
| 1Y | +35.1% | +12.5% | +22.6% | +29.4% |
| 3Y | +125.2% | +186.8% | -61.6% | +68.9% |
| 5Y | +19.7% | +119.4% | -99.6% | -7.6% |
| All | +124.1% | +80.6% | +43.5% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling